Nonprofit · EIN 91-1800878
TL DAVIS FAMILY CHARITABLE TRUST
Also known as DAVIS THOMAS L TTEE
Tax-exempt · SAN FRANCISCO, CA 94111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,058,462 | $502,151 | $556,311 | $3,710,357 | $1,697 | $3,708,660 |
| December 31, 2024 | 990-PF | $636,505 | $528,879 | $107,626 | $3,153,335 | $986 | $3,152,349 |
| December 31, 2023 | 990-PF | $219,640 | $560,938 | -$341,298 | $3,046,573 | $1,850 | $3,044,723 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $720,028
- Dividends
- $116,329
- Net gain from sales of assets
- $222,105
Expenses
- Grants and similar amounts paid
- $483,200
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $484,928
- Excise tax on investment income
- $4,463
Balance sheet and other
- Total assets, start of year
- $3,153,335
- Total assets, end of year
- $3,710,357
- Total liabilities, end of year
- $1,697
- Net assets, end of year
- $3,708,660
- Fair market value of assets
- $4,449,833
- Qualifying distributions
- $484,928
- Net investment income
- $338,302
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THATCHER DAVIS CO REALIZE 220 JACKSON STREET FLOOR 2, SAN FRANCISCO, CA 94111 | TRUSTEE | 1 | $0 |
| SHANNON DAVIS CO REALIZE 220 JACKSON STREET FLOOR 2, SAN FRANCISCO, CA 94111 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THATCHER DAVIS CO REALIZE 220 JACKSON STREET FLOOR 2, SAN FRANCISCO, CA 94111 | TRUSTEE | 1 | $0 |
| SHANNON DAVIS CO REALIZE 220 JACKSON STREET FLOOR 2, SAN FRANCISCO, CA 94111 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THATCHER DAVIS CO REALIZE 220 JACKSON STREET FLOOR 2, SAN FRANCISCO, CA 94111 | TRUSTEE | 1 | $0 |
| SHANNON DAVIS CO REALIZE 220 JACKSON STREET FLOOR 2, SAN FRANCISCO, CA 94111 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 220 JACKSON STREET FL 2, SAN FRANCISCO, CA 94111-1831
- In care of
- % REALIZE CPA LLP
- Signed the 990-PF
- THATCHER L DAVIS, PRESIDENT
- Phone
- (415) 362-5990
- Return prepared by
- REALIZE CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 91-1800878 or by the name TL DAVIS FAMILY CHARITABLE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 91-1800878
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90Z)
- Assets (IRS master file)
- $3,710,357
- Income (IRS master file)
- $1,682,594
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,058,462 | $502,151 | $3,710,357 | IRS |
| 990-PF | December 2024 | $636,505 | $528,879 | $3,153,335 | IRS |
| 990-PF | December 2023 | $219,640 | $560,938 | $3,046,573 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1800878).
Questions about TL DAVIS FAMILY CHARITABLE TRUST
- What is the EIN of TL DAVIS FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of TL DAVIS FAMILY CHARITABLE TRUST is 91-1800878.
- Is TL DAVIS FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to TL DAVIS FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TL DAVIS FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TL DAVIS FAMILY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TL DAVIS FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of TL DAVIS FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does TL DAVIS FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,058,462, expenses of $502,151 and total assets of $3,710,357 at year end.
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